Edward Jones
Edward Jones is a financial advisory firm operating in the United States and Canada, offering a range of services including financial planning, investment management, and resources for CPAs and attorneys.
Services
Edward Jones provides a range of financial advisory services tailored to individual needs. The company helps clients develop wealth strategies and financial plans. They offer a matching service to connect clients with financial advisors based on specific requirements. Additionally, Edward Jones supports CPAs and attorneys through specialized resources and services, aiding in their practices and client engagements.
Global Operations
Edward Jones operates in both the United States and Canada, providing services in both English and French. The company's cross-border presence allows it to cater to a diverse client base. This bilingual approach ensures that Edward Jones can effectively serve clients in different regions with the same high level of advisory services.
Investment Account Options
Edward Jones offers a variety of investment account options to meet different financial goals. These options include accounts for retirement and education savings. By providing a range of accounts, Edward Jones enables clients to select the most suitable investment vehicles for their personal financial objectives.
Monthly Investing Newsletter
Edward Jones publishes a monthly investing newsletter, 'Edward Jones Perspective'. The newsletter offers insights based on a long-term investment philosophy. This publication serves as an informative resource for clients, helping them stay informed about market trends and investment strategies.
Client Resource Center
Edward Jones maintains a client resource center equipped with tools and information. This center supports clients in managing their relationship with financial advisors and achieving their financial goals. The company emphasizes accessibility, ensuring the digital content is accessible to people with disabilities.